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← CockpitCompetitor Analysis › 002536.SZ Feilong Auto Components Co., Ltd. Class AOpen in the cockpit ↗

Feilong Auto Components Co., Ltd. Class A002536.SZCompetitor analysis, valuation and peers

China · CNY·Consumer Discretionary›Auto Parts: OEM

Chinese maker of automotive thermal-management components, including radiators and cooling modules.

Momentum laggard 19
Mkt cap
$2.60B
US dollars, full cap
Free float
63%
of shares outstanding
$/day
$199M
20-day average traded
Fwd P/E
35.4×
forward earnings
ROIC−WACC
-6.7 pp
WACC 13.3%
Hurdle
n/a
no reverse DCF
Next earnings
161 days
16 Apr 2027
Close · CNYCN¥28.65
1D-6.8%
1W-9.1%
1M-33.0%
3M-9.2%
6M-20.1%
YTD-3.5%
1Y+28.7%
ATR %10.9%
52w lowhigh55.2% off high

What Feilong Auto Components does

Chinese maker of automotive thermal-management components, including radiators and cooling modules.

Wins cooling-system programs from automakers years before production, then ships parts for the life of a model, so volumes follow the car makers' output. It sells to both domestic and export customers, and electric-vehicle cooling modules carry more content per car than a traditional radiator.

Products and services

  • Radiators
  • Cooling modules

Customers

  • Domestic and export automakers

Where it sits in the supply chain

  • Consumer discretionary
  • Auto parts
  • Thermal management/cooling

What could go right

  • EV cooling-system content growth

What could go wrong

  • Auto production cyclicality

Moat: narrow (customer qualification). Qualified cooling-system supplier relationships with automakers are sticky within a vehicle program.

Headquarters: Zhejiang, China · Employees: 6,257

Named competitors

Feilong Auto Components at a glance

Size Feilong Auto Components (002536.SZ) is a China Consumer Discretionary company (Auto Parts: OEM) with a market value of $2.60B, the 998th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥28.65 on 6 Nov 2026.

Performance Over six months the shares fell 20.1%, against -9.4% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 21 in its peer set.

Growth Revenue grew 4.7% over the last twelve months (peer median +9.3%); the operating margin is 3.5% (peer median 7.3%).

Valuation It trades at 35.4× forward earnings against a peer median of 21.8× (6th most expensive of 20).

Capital Return on invested capital runs 6.7 points below its cost of capital (13.3% WACC).

Next results Next results expected around 16 Apr 2027 (exchange calendar; dates can move).

Relative performance

10015011 May 202611 Aug 20266 Nov 2026Peer median 90002536.SZ 78
Six months, rebased to 100: Feilong Auto Components against the median of its 20 peers (local-currency closes).

Feilong Auto Components financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥4.68BCN¥4.53BCN¥4.71BCN¥4.08BCN¥3.25B
Revenue growth—-4%+15%+26%—
Gross profitCN¥1.07BCN¥1.01BCN¥946MCN¥790MCN¥514M
EBITDAn/aCN¥562MCN¥497MCN¥426MCN¥251M
Net incomeCN¥137MCN¥317MCN¥330MCN¥262MCN¥84.1M
Free cash flow-CN¥647,650-CN¥35.5MCN¥110MCN¥206MCN¥52.9M
Capital expenditureCN¥350MCN¥415MCN¥280MCN¥95.3MCN¥59.6M
Total debtCN¥1.49BCN¥1.56BCN¥1.09BCN¥1.01BCN¥1.30B

Quarterly statements and history in the cockpit →

Feilong Auto Components competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-25%0%+25%+50%-20%0%+20%GABRIEL002085603009PHINMSUMIZFCVINDIATVSHLTD6923SUNDRMFASTESCORTSSANSERA6471301529603730018880601799000581603358001696002536.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Feilong Auto Components is the large dot.

Fundamentals: revenue growth against valuation

0%+10%+20%+30%0×50×100×GABRIEL002085603009PHINMSUMIZFCVINDIA6923SUNDRMFASTESCORTSSANSERA64713015296037300188800005816033583116001696002536.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Feilong Auto Components is the large dot.

Feilong Auto Components competitors and peer comparison

Head to head with its named competitors (002536.SZ vs 002126.SZ vs MOD vs 018880.KS)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Feilong Auto Components 002536.SZ$2.60B-20%+5%4%35.4×n/a
Zhejiang Yinlun Machinery 002126.SZ$3.53B-39%+28%7%23.0×14.6%
Modine Manufacturing MOD$5.14B-65%+35%11%12.8×n/a
Hanon Systems 018880.KS$2.31B-28%+5%4%12.3×3.6%
Valeo FR.PA$3.00B-15%-2%4%7.3×-8.2%

How Feilong Auto Components compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Feilong Auto Components against its 20 peers (data as of 6 Nov 2026)
Measure002536.SZPeer medianRank in peer set
1-month return-33.0%-4.6%lowest of 21
6-month return-20.1%-9.4%7th lowest of 21
Distance from 52-week high-55.2%-30.1%2nd lowest of 21
Revenue growth (TTM)+4.7%+9.3%7th lowest of 21
Operating margin3.5%7.3%5th lowest of 21
Forward P/E35.4×21.8×6th most expensive of 20
ROIC minus cost of capital-6.7 pp-0.9 pp3rd lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Feilong Auto Components 002536.SZChina$2.60B-20%+5%4%35.4×n/an/a
Gabriel India GABRIEL.NSIndia$2.58B+22%+24%7%47.7×55.1%+22.5%
Zhejiang Wanfeng Auto Wheel 002085.SZChina$2.64B-36%-2%7%19.5×3.7%+8.4%
Shanghai Beite Technology 603009.SSChina$2.64B+11%+9%7%114.7×n/an/a
PHINIA PHINUnited States$2.48B-14%+6%9%10.1×0.4%+27.5%
Motherson Sumi Wiring India MSUMI.NSIndia$2.75B-9%+36%7%32.1×30.0%+23.8%
ZF Commercial Vehicle Control Systems India ZFCVINDIA.NSIndia$2.76B-5%+9%13%44.2×31.9%+17.3%
TVS TVSHLTD.NSIndia$2.78B-10%+35%14%n/an/an/a
Stanley Electric 6923.TJapan$2.41B+1%+11%7%9.9×1.3%+7.6%
Sundram Fasteners SUNDRMFAST.NSIndia$2.40B+24%+17%12%31.6×28.4%+11.6%
Escorts Kubota ESCORTS.NSIndia$2.84B-27%+19%9%21.8×21.0%+10.7%
Sansera Engineering SANSERA.NSIndia$2.86B+70%+23%13%61.5×n/an/a
NSK 6471.TJapan$2.87B-27%+26%5%12.9×1.9%+4.0%
WuHu Foresight Technology 301529.SZChina$2.89B+66%+4%9%113.6×55.9%+29.9%
Shanghai Daimay Automotive Interior 603730.SSChina$2.90B-18%-2%13%22.7×13.0%+10.3%
Hanon Systems 018880.KSSouth Korea$2.31B-28%+5%4%12.3×3.6%+9.6%
Changzhou Xingyu Automotive Lighting Systems 601799.SSChina$2.92B-45%+2%9%13.4×-0.6%+15.8%
Weifu High-Technology 000581.SZChina$2.29B-11%+17%-3%10.2×16.4%-1.4%
Huada Automotive Technology 603358.SSChina$2.28B+3%+5%-3%24.7×n/an/a
Toyota Boshoku 3116.TJapan$2.28B-9%+8%2%7.7×-7.3%+9.9%
Chongqing Zongshen Power Machinery 001696.SZChina$2.25B-24%-5%5%17.3×7.6%+9.6%

Questions

Who are Feilong Auto Components's main competitors?
Named competitors: Zhejiang Yinlun Machinery (002126.SZ), Modine Manufacturing (MOD), Hanon Systems (018880.KS), Valeo (FR.PA). The cockpit's measured peer set (industry) also includes Gabriel India (GABRIEL.NS), Zhejiang Wanfeng Auto Wheel (002085.SZ), Shanghai Beite Technology (603009.SS), PHINIA (PHIN), Motherson Sumi Wiring India (MSUMI.NS), ZF Commercial Vehicle Control Systems India (ZFCVINDIA.NS).
Is Feilong Auto Components expensive compared with its peers?
On forward p/e it trades at 35.4× against a peer median of 21.8×, 6th most expensive of 20 in its peer set.
How has Feilong Auto Components stock performed?
Over six months to 6 Nov 2026 the shares returned -20.1% against -9.4% for the median peer; over one year +28.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.